WealthRoots

Track Your Wealth & Portfolio

Free · In-App Purchases · Designed for iPad

WealthRoots – Your All-in-One Wealth Tracker WealthRoots is a comprehensive asset and investment tracking app tailored for Jamaicans. Securely consolidate all your financial information – from real estate to stocks – in one place. Track your net worth, monitor assets, and gain valuable insights with ease, all through a single app. Key Features • Real Estate & Property Tracking: Keep tabs on property values and home equity. • Vehicle Asset Management: Monitor your cars’ values, maintenance, and depreciation. • Jewelry & Valuables Catalog: Catalog your jewelry, artwork, and collectibles with current valuations. • JSE Stock Tracking: Follow your Jamaica Stock Exchange investments with basic tracking tools. • Cash & Bank Accounts: Stay updated on balances across cash holdings and bank accounts. • Portfolio Performance Insights: Visualize your overall net worth and asset performance over time. • Smart Alerts & Notifications: Receive timely alerts for asset value changes and important updates. • Secure Data Encryption: Bank-level security ensures your sensitive data remains private. • Multi-Currency Support (JMD & USD): Manage assets in Jamaican Dollars or US Dollars. • Offline Access: Access key financial data even without an internet connection. Ideal For WealthRoots is perfect for: • Jamaican investors and asset holders • Real estate investors • Car & vehicle owners • Collectors of valuable items (e.g., jewelry, art) Subscription Required (7-Day Free Trial) Please Note: WealthRoots requires an active subscription to unlock and use all features. New users receive a 7-day free trial to explore every feature risk-free. Choose a Monthly or Yearly plan to continue with unlimited access after the trial. You can cancel anytime (The annual plan offers greater savings.) Subscription Details: • Payment is charged to your Apple ID account at the end of the 7-day free trial, unless you cancel at least 24 hours before the trial ends. • Subscription auto-renews (monthly or yearly) unless auto-renew is turned off at least 24 hours before the end of the current period. • You will be charged for renewal within 24 hours prior to the end of the current period, at the same cost as your chosen plan. • Manage or cancel your subscription anytime via your Apple ID account settings. • Any unused portion of the free trial will be forfeited if you purchase a subscription before the trial period ends. Take control of your financial future – download WealthRoots today and start your 7-day free trial! The WealthRoots Watch App requires the WealthRoots iPhone app with a signed-in account to display portfolio data. Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://phoenixdgtl.com/wealthroots-privacy-policy/

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What's New in WealthRoots 2.5 Personalize Property & Vehicle Assets • Added the ability to add 1 to 3 photos for your properties/vehicles and set an image as a thumbnail for that asset. Track Buys & Sells More Easily • Added a green "Buy" button right next to "Sell" on stock detail pages — add new transactions faster than ever. • Added a + button next to the Transaction History section on the Stock Details screen. Market Indices • Market Indices section is now live in Analytics with interactive historical charts for all JSE indices. • Improved data reliability — the app now gracefully handles missing index data instead of crashing. Multi-Currency Support • Choose from JMD, USD, CAD, GBP, and EUR as your preferred display currency. • Watchlist widgets now display prices in the correct currency instead of a hardcoded default. Milestone Notifications • "View", "Complete", and "Snooze" actions on milestone reminders now fully work — mark goals complete or snooze for 1 hour right from the notification. Account & Profile • Fixed a bug with the Sign Out flow • Fixed a bug with the Delete Profile Photo flow • Account deletion is faster with batch processing instead of one-by-one removal. Data Export • Export your full portfolio as JSON or CSV with detailed asset-specific fields (ticker, shares, address, vehicle info, and more). Polish & Reliability • Added an offline indicator banner so you always know your connection status. • Pull-to-refresh on the Analytics screen for up-to-date data. • Better empty states with helpful prompts when your asset list or watchlist is empty. • Number format picker (Standard/Compact) is now available in Display Preferences. • Improved stability throughout the app.

The developer, Phoenix Digital, LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Not Collected

    The developer does not collect any data from this app.

    Privacy practices may vary based, for example, on the features you use or your age. Learn More

    The developer has not yet indicated which accessibility features this app supports. Learn More

    • Provider
      • Phoenix Digital, LLC
    • Size
      • 22.5 MB
    • Category
      • Finance
    • Compatibility
      Requires iOS 17.6 or later.
      • iPhone
        Requires iOS 17.6 or later.
      • iPad
        Requires iPadOS 17.6 or later.
      • Mac
        Requires macOS 14.6 or later and a Mac with Apple M1 chip or later.
      • Apple Vision
        Requires visionOS 1.3 or later.
      • Apple Watch
        Requires watchOS 26.0 or later.
    • Languages
      • English
    • Age Rating
      4+
    • In-App Purchases
      Yes
      • WealthRoots Premium Yearly USD 19.99
      • WealthRoots Premium USD 1.99
    • Copyright
      • © 2025 Phoenix Digital, LLC